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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,273 | $217,432+9.6% | $185,849+28.2% | $167,536+42.2% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 26.13% | 148.42%-122.3pp | 122.10%-96.0pp | 478.82%-452.7pp |
| Employer contribution / active EE | $1,957 | $5,875-66.7% | $5,169-62.1% | $4,839-59.6% |
| Participant deferral / active EE | $7,541 | $6,357+18.6% | $5,569+35.4% | $6,342+18.9% |
| Admin fee / account holder | $113 | $19,818-99.4% | $16,244-99.3% | $12,315-99.1% |